Optical Modules

2025 Photonics Expo Insights: The Accelerated Integration of Optoelectronics and Semiconductors, with Drones Joining the Scene

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2025 Photonics Expo Insights: The Accelerated Integration of Optoelectronics and Semiconductors, with Drones Joining the Scene

In the future, the core competitiveness of the industry will no longer be limited to breakthroughs in single technologies, but rather the deep integration of “technological innovation” and “scene implementation”. As international geopolitical complexities increase, the semiconductor industry has gradually grown into a strategic emerging industry—from upstream semiconductor raw materials and equipment supply, to midstream … Read more

Semiconductor Sector: These 5 Companies Hold the Wealth Code of the ‘AI Era’!

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Semiconductor Sector: These 5 Companies Hold the Wealth Code of the 'AI Era'!

Recently, the semiconductor chip sector has gained significant attention. At the launch event of Huawei’s tri-fold screen smartphone XTS, the introduction of the Kirin chip instantly ignited public expectations for domestic semiconductor chips. Meanwhile, the “Domestic Semiconductor Equipment and Materials Subsidy 2.0” was officially released by the Ministry of Industry and Information Technology, which immediately … Read more

Semiconductors/Computing Power: Supply Concerns Alleviated + Strengthened Certainty in Optical Module Performance

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Semiconductors/Computing Power: Supply Concerns Alleviated + Strengthened Certainty in Optical Module Performance

1. Semiconductors/Computing Power: Supply Concerns Alleviated + Strengthened Certainty in Optical Module Performance Core Logic NVIDIA’s Clarification Boosts Confidence: NVIDIA has clearly stated that the H100/H200 chips have “sufficient supply,” alleviating market concerns about computing power bottlenecks and restoring sentiment in the CPO (Co-Packaged Optics) sector. Surge in Optical Module Demand: Google OCS All-Optical Switching … Read more

New Military Equipment, AI, and Robots Emerge: From Thousands of Orders to Silicon Photonics, the Performance Line for the Second Half of the Year is Clear

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New Military Equipment, AI, and Robots Emerge: From Thousands of Orders to Silicon Photonics, the Performance Line for the Second Half of the Year is Clear

“Hotspot Harvester” – On one side, the September 3rd military parade showcasedthe new domestic active main battle equipment “New Domain New Quality Forces” (with unmanned intelligence and hypersonic weapons making a strong appearance), while on the other side, Shanghai launched the “Artificial Intelligence +” initiative, directly setting the policy direction for the AI sector; in … Read more

The Impact of DAC Differential Cable Process and Skew

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The Impact of DAC Differential Cable Process and Skew

The differential electrical signal is significantly affected by transmission delay skew, especially for 800G and 1.6T optical modules.Y10T65 Why the 800G optical module focuses on the delay of differential signal lines (included in “Trends and Cases in Optical Communication Technology – Volume Y10”).Yesterday, I wrote about the impact of PCB optical fibers on skew.Y11T56 Google/Intel: … Read more

Differences Between CDR and DSP Solutions in Optical Modules

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Differences Between CDR and DSP Solutions in Optical Modules

In daily work, many people often ask about the difference between CDR solutions and DSP solutions, especially in the context of QSFP56 200G SR4 and QSFP-DD 400G SR8 optical modules and their corresponding AOC series products. This article will detail the differences in functionality, principles, technical characteristics, application scenarios, and implementation methods of the two … Read more

Top 10 Hard Tech Pioneers with Significant R&D Investment in Optical Modules and PCBs

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Top 10 Hard Tech Pioneers with Significant R&D Investment in Optical Modules and PCBs

As AI large models operate at high speeds in the cloud and autonomous vehicles process massive amounts of data in real-time, two “invisible champions”—optical modules and PCBs (printed circuit boards)—are quietly supporting this growth and are now entering a golden development period. Serving as the “highway” for data transmission and the “nervous system” for electronic … Read more

August 13 Technology Sector: Optical Modules and Semiconductors Join Forces to Open a New Chapter of Growth

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August 13 Technology Sector: Optical Modules and Semiconductors Join Forces to Open a New Chapter of Growth

In the ongoing wave of technological advancement, the technology sector on August 13, 2025, once again became the market focus. Multiple fields are showing strong development momentum, bringing numerous surprises and opportunities for investors and technology enthusiasts. On that day, the A-share technology sector saw a pleasing increase. As of 11:28 AM, the communication equipment … Read more

The Era of PCBs: A Review of PCB and Optical Module Companies

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The Era of PCBs: A Review of PCB and Optical Module Companies

Follow the “Southern Financial View” public account to like and share for good luck, and enjoy daily limit increases!! With the mass production of NVIDIA’s GB300, PCB and optical module manufacturers are now in the performance realization period. Which companies in the market are benefiting from this? The editor has compiled the list, please see … Read more

Introduction to Silicon Photonic Chips and Industry Applications

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Introduction to Silicon Photonic Chips and Industry Applications

The following is a comprehensive analysis of the technology, industry applications, and supply chain enterprises related to silicon photonic chips, combined with the latest industry dynamics and layout: 1. Technical Principles and Core Advantages Silicon photonic chips (Silicon Photonics) integrate optical devices (lasers, modulators, detectors, etc.) with electronic circuits on the same silicon substrate, utilizing … Read more